Wall Street on Apple's 'uneventful' June quarter: Excited by margins, concerned about guidance

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  • Reply 41 of 88
    tallest skiltallest skil Posts: 43,388member
    Originally Posted by pmz View Post

    The Mac lineup has seen nothing of significance in 2014.


     

    Yeah, that Mac Pro. Insignificant as all get out!

     

    The AppleTV is full of potential, and long overdue for some treatment.


     

    Yep.

     

    The iWatch doesn't exist, and probably will not in 2014. 


     

    Good. How is this bad for Apple?

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  • Reply 42 of 88
    aaronjaaronj Posts: 1,595member
    Quote:
    Originally Posted by island hermit View Post

     

     

    I think you are wrong about that. Most investment houses are underweight in AAPL.

     

    Try using the DJIA for an example. AAPL aint in there. Those stocks are the gold standard for what is considered blue chip.

     

    Apple is actually very new at this, regardless of the age of the company.


     

    You mean companies like, say, Verizon?  They have an avg. daily volume of 14M.  Apple is at 53M.  Verizon's Mkt. Cap is 211B, Apple's is 589B.

     

    ETA: Oh, and as of 12:00ET, AAPL is up 2.76% and 1/2 a point short of it's 52-week high.  I swear, some people here need to lay off the crack.

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  • Reply 43 of 88
    mpantonempantone Posts: 2,522member
    Quote:

    Originally Posted by island hermit View Post

     

    Try using the DJIA for an example. AAPL aint in there. Those stocks are the gold standard for what is considered blue chip.


    Being a Dow 30 component is not a requirement to be a blue chip stock.

     

    Remember that there are former DJIA companies that are still considered blue chip: GM, Bank of America, HP, Citigroup, amongst others.

     

    Also notably missing from the Dow 30 is Berkshire Hathaway.

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  • Reply 44 of 88
    aaronj wrote: »
    ETA: Oh, and as of 12:00ET, AAPL is up 2.76% and 1/2 a point short of it's 52-week high.  I swear, some people here need to lay off the crack.

    'Uneventful', my ass.

    What's up with AI headlines....
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  • Reply 45 of 88
    Quote:

    Originally Posted by mpantone View Post

     

    Being a Dow 30 component is not a requirement to be a blue chip stock.

     

    Remember that there are former DJIA companies that are still considered blue chip: GM, Bank of America, HP, Citigroup, amongst others.

     

    Also notably missing from the Dow 30 is Berkshire Hathaway.


     

    I'm glad you gave those examples... more companies that have been around for a long long time and have provided dividends for years and years and years.

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  • Reply 46 of 88
    Quote:

    Originally Posted by AaronJ View Post

     

     

    You mean companies like, say, Verizon?  They have an avg. daily volume of 14M.  Apple is at 53M.  Verizon's Mkt. Cap is 211B, Apple's is 589B.

     

    ETA: Oh, and as of 12:00ET, AAPL is up 2.76% and 1/2 a point short of it's 52-week high.  I swear, some people here need to lay off the crack.


     

    Oh, yes... those are all the requirements for a blue chip stock. Silly me.

     

    By the way... I have not once said that AAPL is a bad stock... but anything over $105 is a sell to me.

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  • Reply 47 of 88
    slurpyslurpy Posts: 5,398member

    Well, stop is almost at an all-time high, $3 up from yesterday, so I guess Wall Street isn't exactly "disappointed". 

     

    Apple had a fantastic quarter. The next one will be absolutely ridiculous. 

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  • Reply 48 of 88
    mpantonempantone Posts: 2,522member
    Quote:
    Originally Posted by island hermit View Post

     

    I'm glad you gave those examples... more companies that have been around for a long long time and have provided dividends for years and years and years.


    Yes, you're welcome.

     

    Cisco is a fairly recent Dow 30 component; they were founded in 1984, eight years after Apple.

     

    AAPL:

    2013 revenue: $170.91B

    2013 net income: $37.037B

    Dividend yield: 2.10%

    Market cap: $587.77B

     

    CSCO:

    2013 revenue: $48.607B

    2013 net income: $9.983B

    Dividend yield: 3.10%

    Market cap: $131.19B

     

    :D

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  • Reply 49 of 88
    jfc1138jfc1138 Posts: 3,090member
    Quote:
    Originally Posted by TheWhiteFalcon View Post



    I always say that any truly knowledgable analyst is going to keep their advice to themselves, or to their employer. I think that's why the ones who speak to the public almost never get it right.

    I think a lot of these quotes are out of notes to clients who then pass them on, so not "public" pronouncements as such.

     

    ?

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  • Reply 50 of 88
    jungmarkjungmark Posts: 6,928member
    pmz wrote: »
    The profits they turn on products that are older than the competition's offerings are nothing short of amazing, and speak to the quality of and demand for those products.

    Analysts be damned, but they are not the only ones that see Apple as ignoring existing parts of their product line, or forging any new ventures into new product lines.

    The Mac lineup has seen nothing of significance in 2014.
    The AppleTV is full of potential, and long overdue for some treatment.
    The iWatch doesn't exist, and probably will not in 2014.

    iPhone and iOS updates are coming as expected, but they are the lifeline of the entire company..if they weren't coming, there would be panic in the streets.
    iPad is going strong, but will need some new life breathed into it to drive upgrades. New customer sales of iPad aren't enough to drive growth of the category.
    CarPlay isn't much of an initiative worth talking about, as it will probably be replaced by something else before it ever sees widespread usage. (read: Usage not the same as Deployment or Planned Deployment).
    OS X seeing a step forward with Yosemite, but the lack of polish on it at this stage of development and the promise of Photos.app not until 2015 makes it look like a second class citizen. Honestly, I'm really bothered and concerned by Photos not coming until 2015. Calls into question a lot about their ability to get things done, and resources they can dedicate to multiple projects.

    If I missed anything please let me know.

    If I didn't clarify, I'm not concerned about how much money Apple is making. No one in their right mind would be. What concerns me is whether or not Apple is doing the best it could be doing in all areas of its business.

    Just because Apple hasn't announced anything doesn't mean they are ignoring existing products. The iMacs were refreshed <10 months ago. We're only in the 7th month of 2014.
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  • Reply 51 of 88
    Quote:
    Originally Posted by mpantone View Post

     

    Yes, you're welcome.

     

    Cisco is a fairly recent Dow 30 component; they were founded in 1984, eight years after Apple.

     

    AAPL:

    2013 revenue: $170.91B

    2013 net income: $37.037B

    Dividend yield: 2.10%

    Market cap: $587.77B

     

    CSCO:

    2013 revenue: $48.607B

    2013 net income: $9.983B

    Dividend yield: 3.10%

    Market cap: $131.19B

     

    :D


     

    You obviously didn't look at a comparison of AAPL / CSCO since 1990.

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  • Reply 52 of 88
    sockrolidsockrolid Posts: 2,789member
    ... aaaand the stock is up $2.80 today. That's roughly a 3% jump.
    Just FYI.
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  • Reply 53 of 88
    SpamSandwichspamsandwich Posts: 33,407member
    sockrolid wrote: »
    ... aaaand the stock is up $2.80 today. That's roughly a 3% jump.
    Just FYI.

    Amazing.
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  • Reply 54 of 88
    mpantonempantone Posts: 2,522member
    Quote:

    Originally Posted by island hermit View Post

     

    You obviously didn't look at a comparison of AAPL / VZ since 1990.


    Nope, I don't have to.

     

    Remember, "blue chip" is not a strictly defined financial term, it's a consensus sentiment.

     

    You apparently don't consider Apple to be a blue chip, that's fine. A lot of other people do.

     

    In the end, it's the overall investment market who decides. Berkshire Hathaway isn't a Dow 30 component, but the market basically considers it a blue chip.

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  • Reply 55 of 88
    Quote:
    Originally Posted by mpantone View Post

     

    Nope, I don't have to.

     

    Remember, "blue chip" is not a strictly defined financial term, it's a consensus sentiment.

     

    You apparently don't consider Apple to be a blue chip, that's fine. A lot of other people do.

     

    In the end, it's the overall investment market who decides. Berkshire Hathaway isn't a Dow 30 component, but the market basically considers it a blue chip.


     

    I also consider BH a blue chip stock... who wouldn't.

     

    Apple still has a ways to go in my mind. A lot of investment houses back me up on that.

     

    ... but I would say that "soon" AAPL will be looked at as solid blue chip. Soon being within or no later than 5 years.

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  • Reply 56 of 88
    dasanman69dasanman69 Posts: 13,002member
    You think I make up these rules.

    Dividends and long term stability make up a blue chip stock. Not a quick rise to the top.

    I already gave a time frame.

    No I don't think you make up the rules :lol:. I didn't see until now where you said another 5 years. ;)
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  • Reply 57 of 88
    mjtomlinmjtomlin Posts: 2,699member
    Quote:

    Originally Posted by jungmark View Post





    Just because Apple hasn't announced anything doesn't mean they are ignoring existing products. The iMacs were refreshed <10 months ago. We're only in the 7th month of 2014.

     

    I agree... first of all you have to consider the overall market and the state of desktop PCs. What else could they possibly bring to the PC that hasn't been around for a couple of years now? Sure, upgrading to new data buses, updating wireless communications, etc... but the overall functionality and utility of a PC hasn't changed in many years. My almost 5 year old iMac, still runs great! So do all other Macs from the past 7 years. In fact, Apple's latest Mac releases have been less powerful versions, because all the power in current PCs just isn't needed by most users. The PC market isn't moving like the mobile market and probably won't ever again. The need for releasing new models as often doesn't make sense. The fact that Apple is still able to garner so much attention from releasing a new PC (Mac Pro) is astounding! What other company gets their PCs mentioned in non-tech media?

     

    The delay (decay) of the iPod line and the AppleTV hardware could simply be that Apple is preparing to completely revamp both. The iPod line will be moved from being a "media player" and reimagined mainly for the fitness and entertainment markets and the AppleTV will see a complete overhaul, morphing into a complete entertainment device including games, possible Continuity features and remade as a central hub for Apple's HomeKit plans.

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  • Reply 58 of 88
    Quote:
    Originally Posted by sog35 View Post

     

     

    You are truly hopeless.

     

    Who are these investment houses you are talking about?

     

    Apple was the most held stock for Large Mutual funds and hedge funds.......as far back as 2012

    http://blogs.barrons.com/techtraderdaily/2012/09/19/apple-is-most-held-stock-among-large-mutual-funds-hedge-funds-too/

     

    Most widely held stock in 401k mutal funds in 2013

    http://www.cnbc.com/id/101171731

     

    In 2013 Apple was the 2nd most widely held stock in Mutal funds

    http://www.cnbc.com/id/101141146

     

    Just admit you were wrong and move on.  Seriously.  Your market cap does not reach $580,000,000,000 without being widely held by institutions.


     

    Okay, you're right about that. I had read otherwise not that long ago and I didn't bother checking, instead going by memory.

     

    ... but... I'll have to remind you that Google is actually above Apple on some of the lists. I guess they'll be going blue chip soon as well. They're just another stock split away...

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  • Reply 59 of 88
    aaronjaaronj Posts: 1,595member
    Quote:

    Originally Posted by mjtomlin View Post

     

     

    I agree... first of all you have to consider the overall market and the state of desktop PCs. What else could they possibly bring to the PC that hasn't been around for a couple of years now? Sure, upgrading to new data buses, updating wireless communications, etc... but the overall functionality and utility of a PC hasn't changed in many years. My almost 5 year old iMac, still runs great! So do all other Macs from the past 7 years. In fact, Apple's latest Mac releases have been less powerful versions, because all the power in current PCs just isn't needed by most users. The PC market isn't moving like the mobile market and probably won't ever again. The need for releasing new models as often doesn't make sense. The fact that Apple is still able to garner so much attention from releasing a new PC (Mac Pro) is astounding! What other company gets their PCs mentioned in non-tech media?

     

    The delay (decay) of the iPod line and the AppleTV hardware could simply be that Apple is preparing to completely revamp both. The iPod line will be moved from being a "media player" and reimagined mainly for the fitness and entertainment markets and the AppleTV will see a complete overhaul, morphing into a complete entertainment device including games, possible Continuity features and remade as a central hub for Apple's HomeKit plans.


     

    While I agree you about computers having reached a power threshold that is beyond that of a normal user (I mean, seriously, how many users really need an i7?  My i5 iMac plays Tomb Raider perfectly, though I guess that has more to do with the GPU than anything ...) but I would have to say that the inclusion of Fusion Drives has been a huge upgrade to the line.

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  • Reply 60 of 88
    dasanman69dasanman69 Posts: 13,002member
    sog35 wrote: »
    You are truly hopeless.

    Who are these investment houses you are talking about?

    Apple was the most held stock for Large Mutual funds and hedge funds.......as far back as 2012
    http://blogs.barrons.com/techtraderdaily/2012/09/19/apple-is-most-held-stock-among-large-mutual-funds-hedge-funds-too/

    Most widely held stock in 401k mutal funds in 2013
    http://www.cnbc.com/id/101171731

    In 2013 Apple was the 2nd most widely held stock in Mutal funds
    http://www.cnbc.com/id/101141146

    Just admit you were wrong and move on.  Seriously.  Your market cap does not reach $580,000,000,000 without being widely held by institutions.

    Being held by large mutual funds doesn't make a stock blue chip. Blue chip stock are viewed as a safe investment because many of those companies grow but it's a slow growth. I think Apple still falls under a medium risk (so there's going to be a lot of buying and selling instead of buying and holding), especially since the market they make products for is finicky. Investors see what happened to BB, Palm, and Nokia, and they're not entirely convinced that the same can't happen to Apple.
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